Cook Legacy Advisors

06/17/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

06/10/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

06/03/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

06/01/2026

05/27/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

05/20/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

05/13/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

05/06/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?